ESG Insights: The Promise, Opportunities and Risks of Plant-based nutrition
Our core belief is that sustainability is critical to long-term investment.  Only companies that are sustainable in the way they do business can have sustainable
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Vaccines, Variants, Boosters and the Outlook for Overcoming Covid-19
The Covid-19 pandemic has affected every corner of the planet, and the outlook for overcoming it now depends upon the efficacy and availability of vaccines. 
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Big Tech and Regulation – There is no Terror in the Bang
“This antitrust thing will blow over.” Bill Gates (Speech to Intel executives, 1995) Last September, we outlined our views about the regulatory threats facing the
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Commentary
What’s Possible
“I think about all the young kids who will be watching this summer.  No matter what happens, I just hope that their parents, teachers and
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Commentary
Back to life, back to reality
“Back to life, back to reality, back to the here and now…” Soul II Soul, 1989 Every once in a while we think of song
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Commentary
If only we knew…
We like market routs because we can buy more for less.  This week our friend Rob Armstrong, former editor of Lex, launched a new investment
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